Instuitional Investor - Meriwether Wealth & Planning, Llc
Fund Profile
Filing Period:
| Fund Name: | Meriwether Wealth & Planning, Llc |
| Portfolio Value | $172,598,570 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | FNDF | 722,280 | $23,047,955 | 13.35% | |
| 2. | FNDF | 735,542 | $21,411,628 | 12.41% | |
| 3. | Fidelity Merrimack Str Tr - TOTAL BD ETF | 355,052 | $16,417,604 | 9.51% | |
| 4. | Invesco Exch Trd Slf Idx Fd | 327,618 | $6,457,351 | 3.74% | |
| 5. | Invesco Exch Trd Slf Idx Fd | 297,252 | $5,814,249 | 3.37% |
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